Customer Relationship Management (CRM)Purpose
1.2. Automatically trigger loyalty program actions (points, rewards, tier upgrades) when VIP criteria are met.
1.3. Automate sending VIP offers, invitations, or gifts to drive repeat sales, retention, and customer value.
1.4. Centralize automated VIP management across sales, support, and marketing platforms for ceramics wholesalers.
Trigger Conditions
2.2. Purchase frequency or consecutive purchase months.
2.3. Customer segment or tag is set to "VIP" in CRM.
2.4. Anniversary, birthdays, or first-purchase dates.
2.5. Custom score from automated engagement algorithms.
Platform Variants
3.1. Salesforce CRM
• Feature/Setting: Automate process builder flow for VIP tag assignment and trigger a workflow rule to update loyalty points.
3.2. HubSpot
• Feature/Setting: Automate workflow to assign VIP lifecycle stage and send API call to loyalty rewards platform via webhook.
3.3. Zoho CRM
• Feature/Setting: Automated blueprint for VIP status; configure Deluge script to invoke custom module for rewards.
3.4. Microsoft Power Automate
• Feature/Setting: Flow to monitor customer spend, automate Dynamics 365 CRM updates, and trigger Teams notification.
3.5. Mailchimp
• Feature/Setting: Automated segmenting using purchase data; automate VIP “tag” and trigger automated loyalty email.
3.6. Klaviyo
• Feature/Setting: Automate VIP segment with pre-built filter; flow trigger for automated loyalty campaign emails.
3.7. SendGrid
• Feature/Setting: Automated email API to send loyalty triggers when receiving VIP webhook payload.
3.8. Twilio SMS
• Feature/Setting: Automated SMS via programmable messaging API when VIP status triggered or reward issued.
3.9. Google Sheets
• Feature/Setting: Automated script to watch sales data, automate VIP flag, trigger webhook for loyalty integration.
3.10. Shopify
• Feature/Setting: Automate Flow app to tag “VIP” on customer, trigger Script for loyalty points or coupon code.
3.11. WooCommerce
• Feature/Setting: Automate VIP usermeta with Hook, run Action Scheduler event for loyalty email and SMS.
3.12. Slack
• Feature/Setting: Automated message notification to account managers on new VIP activation using Slack API.
3.13. ActiveCampaign
• Feature/Setting: Automate tagging and loyalty automation with Deals pipeline action and webhook to external app.
3.14. Intercom
• Feature/Setting: Automate VIP customer segment and send custom message using Intercom API.
3.15. LoyaltyLion
• Feature/Setting: API integration to automate adding points when VIP criteria met; webhook trigger upon VIP status.
3.16. Gorgias
• Feature/Setting: Automator for tagging VIP in support tickets, auto-prioritize and notify via email.
3.17. Zendesk
• Feature/Setting: Automated trigger to assign VIP tag and escalate to priority queue via Zendesk API.
3.18. PipeDrive
• Feature/Setting: Automate deal update using workflow automator when customer becomes VIP, webhook loyalty update.
3.19. Segment.com
• Feature/Setting: Automated Identify and Track calls; trigger loyalty program via webhook integration.
3.20. Airtable
• Feature/Setting: Automated base to monitor sales, set VIP field, and send webhook to loyalty partner.
3.21. Monday.com
• Feature/Setting: Automation recipes to set VIP status, trigger notification, and push data via integration.
3.22. Trello
• Feature/Setting: Butler automation to move VIP customer cards and trigger webhook for loyalty workflow.
3.23. Notion
• Feature/Setting: Automated database property change detection to run API script for VIP automator workflow.
Benefits
4.2. Increases customer retention by automating timely rewards, offers, and personalized outreach.
4.3. Enhances cross-department awareness of VIPs by automating notifications and CRM updates.
4.4. Scales loyalty program by automating workflows across all sales and communication touchpoints.
4.5. Automates seamless experience for VIPs, driving higher satisfaction and lifetime value.